Sundaram Long Term Tax Advantage Fund Series Iii - 10 Years · Direct · Growth
NAV
₹32.6254
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +11.54%
- 3Y
- +15.71%
- 5Y
- +17.95%
- Since Inception
- +15.23%
SIP returns (XIRR)
- 1Y
- +18.21%
- 3Y
- +12.79%
- 5Y
- +17.02%
- Since Inception
- +21.00%
Performance Comparison
Sectoral allocation
as of 30 Jun 2026- Industrial Products12.36%
- Finance11.42%
- Banks11.04%
- Electrical Equipment8.33%
- Consumer Durables8.25%
- Healthcare Services7.20%
- Pharmaceuticals & Biotechnology5.97%
- IT - Software4.71%
- IT - Services4.70%
- Capital Markets3.48%
- Leisure Services3.47%
- Retailing3.15%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Growth
- 1Aster Dm Healthcare Ltd7.20%
- 2Mtar Technologies Ltd7.01%
- 3Ksb Ltd5.10%
- 4Ujjivan Small Finance Bank Ltd4.56%
- 5Tvs Holdings Ltd4.52%
- 6Affle (India) Ltd3.90%
- 7Rate Gain Travel Technologies Ltd3.78%
- 8Angel One Ltd3.48%
- 9Csb Bank Ltd3.25%
- 10Equitas Small Finance Bank Limited3.23%
Investment Objective
Sundaram Long Term Tax Advantage Fund Series Iii - 10 Years · Direct · Growth by Sundaram Mutual Fund is a Other fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Other category.
About This Fund
Sundaram Long Term Tax Advantage Fund Series Iii - 10 Years · Direct · Growth is a Other mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 8 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations